Download User Manual for Approver/Manager Timesheet Management system

Transcript
User Manual for Approver/Manager
Timesheet Management system using TimeLive
OVERVIEW
2
THE PROCESS
3
ACCESSING THE SYSTEM
3
FIRST LOGIN
4
TIMESHEET APPROVAL
5
Detailed Timesheet
6
REPORTS
7
APPENDIX
8
Contractor/Manager – enrolment email
8
Contractor Approval Email:
9
Page 1
Overview
Delivering efficient, user-friendly systems to our clients and candidates is critical to delivering a first
class service. Erintech uses TimeLive, which is a state of the art on-line management tool for clients
and workers, aimed at making timesheet management faster and easier.
From the vendors website:
"TimeLive Web timesheet suite is an integrated suite for time record, time tracking and
time billing software. The TimeLive suite of products delivers a time tracking solution for
professional service providers. It has been designed to meet the time tracking needs of
specific segments of the service provider market, including both time tracking and time and
billing applications. "
Page 2
The Process
Contractor enters hours
worked - by the day or at
end of week
Contractor submits
completed week
Approving Manager receives
email prompt to log in to the
approval process
Approving Manager
approves or rejects
timesheet
Contractor receives status
email
Accessing the system
The system can be accessed as follows:
1) www.erintechinterim.co.uk - Timesheet tab
2) https://www.erintechinterim.co.uk/timelive
Username is your email address. The password will have been notified to you by email (see
Appendix)
Page 3
First Login
The first time you login, you are recommended to change the password. Click on “My Profile”:
From here you can:


Change password
Change your email address
Page 4
Timesheet Approval
Your default login page is the timesheet approval page:
Logical sequence:
1) Green – check detailed timesheet if required by clicking on link (see below)
2) Blue – approve or reject. Make comments if required
3) Red – Update time entry approvals. This triggers an email to the contractor.
Page 5
Detailed Timesheet
Click on the contractors name in the summary timesheet:
Notes:
The contractor can add comments for each day. In the example , they have added a comment for
2/10/2009. You may wish to encourage contractors to put something here.
To Print – right click and print
Page 6
Reports
Click on “My Reports” – Timesheet Approval Activity
Usage notes:




Area marked red: You will probably not want to be constrained by date range, so uncheck
the “Include date range” box
Other selection criteria are self explanatory but mostly not useful
Report can be printed – see printer icon
Report can be exported in the following formats: Excel, PDF, rtf, mht, text, csv, image
Example of excel report:
Page 7
Appendix
Contractor/Manager – enrolment email
Page 8
Contractor Approval Email:
Page 9